Importing Pastel Partner customer contacts into SMS Client

The ability to import Pastel customer details is available from SMS Client version 1.1.0 and later.

Export the Pastel customer records

Open the Pastel software.

  1. Click the File menu, then Import / Export.
  2. Under Choose a Function to Perform select Export Customer Accounts.
  3. Under Export File Name enter
    1. C:\cust.txt if you are using Windows XP, or
    2. C:\Users\cust.txt if you are using Windows Vista
  4. Click on Process to export the records.
  5. Click on Close to close the export window.

Import the Pastel customer records

Open the SMS Client software

  1. Click the File menu, then Import, then Pastel Customers.
  2.  In the Filename box, enter
    1. C:\cust.txt if you are using Windows XP, or
    2. C:\Users\cust.txt if you are using Windows Vista
  3. Place a check in the box Replace existing customer details with Pastel details if you want to overwrite the existing records in SMS Client with the Pastel customer details.
  4. Click Ok to import the records.